Case Histories

The Rainier Group – Regional and National Expansion
Hosfeld & Associates was a partner in the local, regional and national growth of this financial consulting firm, providing strategic planning, leadership, and a holistic approach to branding that aligned business practices with the firm's strategic intent.

Tacoma Symphony Orchestra -- Strategic Assessment
Hosfeld & Associates conducted a strategic assessment that addressed internal conflicts and expanded possibilities for audience development and ticket sales.

Lakeland: Master Plan Community: Turnaround
Hosfeld & Associates' strategic leadership restarted a financially troubled master plan community, established a strong brand that supported continued development and sales.

Center for Ethical Leadership: Preparing To Scale, Exploring New Markets
Hosfeld & Associates provided strategic leadership to this non-profit leadership organization as it explored new sources of earned-income and philanthropic support, and navigated a transition from founder to new management.

Testimonials

Act I Theater Productions

Arts

Facilitating seems like such a simple word for what Kathleen accomplished with our board. Her expertise and ability to meet every board member (where they are) and combine and construct a common workable vision for change was nothing short of miraculous. Her depth of communication skills in building bridges, and creating buy in to new and sometimes uncomfortable leadership roles and clarification is amazing. This was the healthiest time investment we have experienced and our assurance within our new sought direction is priceless. Act 1 sends out a loud "brava!"   
-- Petra Karr, Artistic Director, Act I Theater Productions

Tacoma Symphony Orchestra

Arts

With the insights offered by our work with Hosfeld & Associates we have begun the process of redesigning our strategy and more importantly; we are rethinking our fundamental purpose and mission. They provided invaluable insight and information about our community and audience. The staff, board, and artistic assessments provided by Hosfeld and Associates have offered a new found direction and a clarity of purpose that has rejuvenated our entire organization. The Tacoma Symphony Orchestra has not only been able to go forward, but we have been able to go forward with purpose, enthusiasm, shared vision, and excitement over what the future holds.
-- Harvey Felder, Music Director

Plymouth Church (Seattle)

Non-profit

We engaged Hosfeld and Associates after several years of management transition and just prior to the arrival of our new Senior Minister.  Kathleen worked skillfully with our church leadership and senior staff to develop our shared identity.... Kathleen also ensured a smooth transition from our visioning process to the implementation of our goals as our Senior Minister settled into her position…Because of Kathleen’s guidance and leadership Plymouth Church is poised to move into the future with renewed energy and clarity of purpose.                 
--Wendy Blight Business Administrator, Plymouth Church UCC

Seneschal Advisors

Financial

"Hosfeld & Associates has been instrumental in helping us to clarify our core values and vision and incorporate them into our marketing plans. From designing our web site to developing client experience processes, the company has helped us to re-align what we actually do with what we say we do and believe. As a result, we have a renewed sense of identity and direction. In a very real and practical way, Kathleen and her team have helped us to “walk the talk.” - Jon M. Duncan, CFP, Founder, Managing Member, Seneschal Advisors, LLC SolutionsIQ Technology

American Financial Solutions

Non-profit

This is a complex business and our success is based on integrity, professionalism, knowledge of the financial industry and developing personal trust....(Hosfeld & Associates) provided a great value to us in developing our marketing capabilities.-- Henry F. Keaton, American Financial Solutions

Association of Telemedicine Service Providers

Health

Hosfeld and Associates was selected through a rigorous process and a field of candidates from across the US to help us build a more effective and user-friendly Web site, for health care professionals worldwide. They accomplished this and much more, including providing valuable market information to build other facets of the organization. We never regretted the decision to work with them, and in fact were so pleased with the group that the CEO then contracted with Hosfeld and Associates to conduct market research studies for an allied company. 
-Pat Wittenberg, Vice President, Marketing

Conversay

Technology

Hosfeld & Associates are miracle workers. (They) got the vision and got the desired results. Of the many amazing things that Kathleen and crew pulled off, the most admirable was the grace and speed with which it all happened. The money we spent …provided the highest ROI of any project we did in 2000. 
-Eric Albertson, Marketing Director

Clients

Arts
Act I Theater Productions
Tacoma Symphony Orchestra
Val Couer String Quartet
Seattle Youth Symphonies
Icicle Creek Music Center
Cobbs, Paul-Elliott

Educational
Marylhurst University

Financial
American Financial Solutions
Transamerica Retirement Services
Seneschal Advisors
Compass Bank
Hibernia Bank
The Rainier Group
GNA
GENTRA US
Exvere Private Investment Bank
AON Securities
Lakeland Communities
Old Kent Bank
Northern Life (Reliastar)

Health
NCAST - University of Washington
Tunturi
Genelex
Association of Telemedicine Service Providers
Occupational Health Services of Valley Medical Center
Association of Telemedicine Service Providers

Hospitality
Sleeping Lady Mountain Retreat

Manufacturing
Marine Floats Corporation
System Three Resins

Non-profit
Church Council of Greater Seattle
Kirkland Congregational Church
Plymouth Church (Seattle)
Pacific Northwest Conference United Church of Christ
Puget Sound Alliance for Community Technology
Center for Ethical Leadership
American Financial Solutions

Retail

Services
The Gregory Group
Fucile and Reising, LLP
DBM Consulting Engineers
Columbia Consulting Group
RFI Mastering

Technology
Solutions IQ
Microsoft
Conversay